This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
Key takeaways • Consumers have proven resilient in 2022. While they are likely to have a tougher time next...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
By Michael Cembalest: December 1, 2022 Non-Fungible Trainwreck. First, I’m pleased to offer readers of the Eye on the...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
With over 40 years of combined investing experience, Finom Group founders have never seen the existing macro-market conditions. The...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
Research Report Excerpt #1 House Keeping Notes In December, our chief market strategist Seth Golden will be taking his...
Within this past week’s State of the Market video, our focus suggested that the market has stepped through the...
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
Research Report Excerpt #1 THE FED IS DRIVING THE MARKET, and it demands the market to stay put until...
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Research Report Excerpt #1 The chart of the S&P 500 above is the exact price action from a double-bottom,...
